Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$928B
AUM Growth
+$38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,083
New
Increased
Reduced
Closed

Top Buys

1 +$1.08B
2 +$901M
3 +$826M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$750M
5
PFG icon
Principal Financial Group
PFG
+$710M

Top Sells

1 +$11.6B
2 +$6.57B
3 +$1.43B
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.41B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.07B

Sector Composition

1 Technology 14.12%
2 Financials 7.8%
3 Healthcare 7.66%
4 Consumer Discretionary 6.31%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
6076
$66K ﹤0.01%
3,868
+3,181
6077
$66K ﹤0.01%
5,146
+775
6078
$66K ﹤0.01%
5,114
+610
6079
$66K ﹤0.01%
19,790
+19,623
6080
$66K ﹤0.01%
6,650
6081
$66K ﹤0.01%
14,156
-5,626
6082
$65K ﹤0.01%
3,612
6083
$65K ﹤0.01%
2,219
+95
6084
$65K ﹤0.01%
235
+58
6085
$65K ﹤0.01%
+22,941
6086
$65K ﹤0.01%
3,564
-6,044
6087
$64K ﹤0.01%
92
-176
6088
$64K ﹤0.01%
4,774
+4,767
6089
$64K ﹤0.01%
+10,000
6090
$64K ﹤0.01%
871
6091
$64K ﹤0.01%
+1,151
6092
$64K ﹤0.01%
13,723
-5,550
6093
$64K ﹤0.01%
61,000
6094
$64K ﹤0.01%
8,726
-73,097
6095
$64K ﹤0.01%
33,456
+5,454
6096
$64K ﹤0.01%
4,834
-3,223
6097
$64K ﹤0.01%
10,024
-197
6098
$63K ﹤0.01%
6,167
-1,673
6099
$63K ﹤0.01%
2,292
6100
$63K ﹤0.01%
1,476
+2